Professional Bookkeeper: Building a Successful Accounting Service (Module 4)

Practical Application of Double Entry Bookkeeping System - Deli Setting up your own business - licensing, taxes, etc. Finding Employment as a Professional Bookkeeper Finding New Clients for Your Own Practice Establishing a Win/Win Pricing Strategy

Course Category:

$785.00

(Building A Successful Accounting Service – Table of Content)

Session 1 — A Food Service Business

Income tax forms with which you should become familiar

CASE STUDY: Prepare all journals, general ledgers, subsidiary ledgers, and financial statements for Alfredo’s Deli

 

Session 2 — Fast Track Your Start-up

What you need to do to ensure success:

The four fears that will stop your individual progress and what to do about them

Seven issues every freelancer should consider when starting an accounting service

A step-by-step process of starting right

What equipment you need to make it work

What to put on those business cards

Session 3 — Marketing — It’s More than Advertising

The “Key Three” marketing strategies that everyone should begin with:

Nine additional marketing strategies that will win you clients

Proven marketing letters

Preparing your “30 Second Commercial”

Keep your name in front of your contacts

How to network with the pros

 

Sessions 4-6 — Professional Presentations and Fee Calculations

Make every contact count

The three objectives of every presentation

Getting the client to scream “Yes”

Calculating a fair and honest fee for your services

Getting the money upfront

What to charge for other services

The Ten Tips to Business Success

The intent of this module is to help you start your bookkeeping and accounting business such that you are in business for yourself but not by yourself.  In addition to creating your business plan, you’ll work with your assigned business coach to identify and implement effectively proven marketing efforts that we’ve determined to be both effective and inexpensive.

Here’s what you can expect:

You’ll have an assigned Marketing Coach to support & help build a bookkeeping business

Building a Successful Bookkeeping Service: The turnkey process to start & build a successful accounting business. This includes proven marketing strategies, pricing, client interviewing for budgeting & forecasting, and much more.

As part of your enrollment and upon completion of the program you’ll have the opportunity to speak with your assigned business coach and have a Marketing Implementation Session.  This will be a one-on-one discussion to develop your business plan and a clear marketing strategy to get you the clients you need.

Course curriculum

  • Introduction

  • Introduction (M4 S0 T1)

  • Introduction to Alfredo’s Deli (M4 S1 T1)

  • Alfredo’s Deli (M4 S1 T1)

  • Standard Entries Journal (M4 S1 T2)

  • Standard Entries Journal (M4 S1 T2)

  • Finishing Alfredo’s Deli (M4 S1 T3)

  • Finishing Alfredo’s Deli (M4 S1 T3)

  • Alfredo’s Deli Answers (M4 S1 T3)

  • PRINT: Learning Activity – Alfredo’s Deli

  • Glossary of Tax Forms (M4 S2 T1)

  • Finding Employment Lesson 1

  • Finding Employment Lesson 2

  • Finding Employment Lesson 3

  • Finding Employment Lesson 4

  • Finding Employment Lesson 5

  • Finding Employment Lesson 6

  • Finding Employment Lesson 7

  • Finding Employment Lesson 8

  • Finding Employment Lesson 9

  • Finding Employment Lesson 10

  • Finding Employment Lesson 11

  • Finding Employment Lesson 12

  • Finding Employment Lesson 13

  • Finding Employment Lesson 14

  • Finding Employment Lesson 15

  • Finding Employment Lesson 16

  • Finding Employment Lesson 17

  • Finding Employment Lesson 18

  • Aquiring Employment (M4 S3 T1)

  • Start in the Right Frame of Mind (M4 S2 T1)

  • Opportunity (M4 1 – 1)

  • You Are the Expert (M4 – 1 – 2)

  • You Have the Skills (M4 1 3)

  • Start in the Right Frame of Mind (M4 S4 T1)

  • Four Fatal Fears (M4 S2 T2)

  • Baby Steps (M4 – 1 – 4)

  • Build the Business in Your Mind (M4 S2 T3)

  • Create a Name (M4 S2 T4)

  • Your Name (M4 – 1 – 5)

  • Your Business Name (M4 S4 T4)

  • Prime Corporate Services

  • Your Why (M4 – 1 – 6)

  • Exhibit Credibility (M4 S2 T5)

  • Exhibit Credibility (M4 S4 T5)

  • Equipment Needed (M4 S2 T6)

  • Your Brand (M4 – 1 – 7)

  • Business Cards (1 – 8)

  • Business Cards Framed (1 – 8A)

  • Software Preferences (M4 S2 T7)

  • Software AI and Plugins (M4 – 1 – 9)

  • Marketing Exhibits and Forms (M4 S4 T6)

  • Grow Your Business Financially (M4 S2 T8)

  • Marketing Your Service (M4 S4 T8)

  • Your Financial Success (1 – 10)

  • T-Notes (M4 S4 T10)

  • Session 2 Review (M4 S2 T9)

  • Marketing – Its More Than Advertising (M4 S3 T1)

  • Your Competitive Edge (1 – 11)

  • Marketing – Key 1 – Friends Neighbors and Reletives (M4 S3 T2)

  • FFN (1 – 12)

  • Marketing – Key 2_Your Business Associates (M4 S3 T3)

  • B2B (1 – 13)

  • Marketing – Key 3 – Your Community Businesses (M4 S3 T4)

  • Neighbors (1 – 14)

  • Marketing – Tool 4 – The Press Release (M4 S3 T5)

  • Press Release (1 – 15)

  • Marketing – Prospecting Tool 5 – Specialize in an Industry (M4 S3 T6)

  • Niche (1 – 16)

  • Marketing – Prospecting Tool 6 – Networking (M4 S3 T7)

  • Networking (1 – 17)

  • Marketing – Prospecting Tools 7, 8 AND 9 (M4 S3 T8)

  • Planting The Seed (1 – 18)

  • Signage (1 – 19)

  • Trade Shows (1 – 20)

  • Marketing – Prospecting Tools 10, 11 AND 12 (M4 S3 T9)

  • Websites (1 – 21)

  • FREE Website for 6 Months

  • Public Speaking (1 – 22)

  • Newsletters (1 – 23)

  • Apply And Work With Coach (1 – 24)

  • Marketing Your Service (M4 S4 T8)

  • Presenting to a Perspective Client – Build Rapport (M4 S4 T1)

  • Building Rapport (1 – 25)

  • Transitional Question (1 – 26)

  • Presenting to a Perspective Client – Describe the Benefits (M4 S4 T2)

  • Selling The Sizzle (1 – 27)

  • Presenting to a Perspective Client – Negotiate the Fee (M4 S4 T3)

  • The Roles In Accounting (1 – 28)

  • Session 4 Review (M4 S4 T4)

Professional Bookkeeper Program (PB)

Professional Bookkeeper Program ONLY. Tuition includes the Student Enrollment Fee. Regular cost $3,341

$2,795.00

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